HHM Wealth Advisors’s Peloton Interactive PTON Stock Holding History

HHM Wealth Advisors’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-100	Closed	-$632	–	925
2025 Q1	$632	Hold	100	–	–	﹤0.01%	871
2024 Q4	$870	Hold	100	–	–	﹤0.01%	873
2024 Q3	$468	Hold	100	–	–	﹤0.01%	744
2024 Q2	$338	Hold	100	–	–	﹤0.01%	758
2024 Q1	$429	Hold	100	–	–	﹤0.01%	712
2023 Q4	$609	Hold	100	–	–	﹤0.01%	712
2023 Q3	$505	Hold	100	–	–	﹤0.01%	752
2023 Q2	$769	Sell	100 -3	-3%	-$25	﹤0.01%	763
2023 Q1	$1.17K	Sell	103 -100	-49%	-$1.2K	﹤0.01%	760
2022 Q4	$1.61K	Hold	203	–	–	﹤0.01%	623
2022 Q3	$1K	Hold	203	–	–	﹤0.01%	627
2022 Q2	$2K	Hold	203	–	–	﹤0.01%	744
2022 Q1	$5K	Buy	203 +200	+6,667%	+$5.73K	﹤0.01%	613
2021 Q4	$0	Hold	3	–	–	﹤0.01%	696
2021 Q3	$0	Buy	+3	New	+$332	﹤0.01%	652

Other funds holding PTON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HHM Wealth Advisors's PTON Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Peloton Interactive (PTON) in Q2 2025, closing a stake of 100 shares — an estimated $632 sold.

HHM Wealth Advisors first reported a position in PTON in Q3 2021 and held it in 15 quarters. The position peaked at $5K in Q1 2022. 450 funds tracked by Wall St. Rank hold PTON as of Q2 2025.

HHM Wealth Advisors reported no remaining Peloton Interactive position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 100 Peloton Interactive shares in Q2 2025, an estimated $632.
HHM Wealth Advisors first reported a position in Peloton Interactive in Q3 2021 and held it in 15 quarters.
HHM Wealth Advisors's Peloton Interactive position peaked at $5K in Q1 2022.
450 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.